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Ep 348: Building Your Own Planning Spreadsheets To Show Clients What They Need To See With Jeff Jones

Financial Advisor Success

CHAPTER

Building Customized Planning Software in Excel

The speaker shares their experience of building their own planning software using Excel, highlighting the benefits of customization and understanding of underlying assumptions. They discuss the process of creating a concise presentation and tailoring it to meet client needs. The chapter also covers managing planning spreadsheets, handling changes in tax laws, and the pressure of staying competitive with other software.

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